QuickBooks Mobile Feedback Forum
78 results found
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How to Configure Firewall and Security Settings for QuickBooks Desktop?
Windows firewall obstructs certain QuickBooks files and hinders access to the internet. As a consequence, several errors show up on the screen. Erroneous Firewall settings may obstruct your QuickBooks files from accessing the internet, thus blocking your work and productivity. To get snags of such nature rectified at the earliest, you need to configure the settings related to your Firewall and Security Software. To know how to configure firewall and security settings for QuickBooks desktop, go through this article till the very end.
Read more : https://qbsenterprisesupport.com/configure-firewall-and-security-settings-for-quickbooks-desktop/1 vote -
Reconciliation screen – Cannot add class for Service fees and interest
When doing a bank reconciliation, the beginning screen shows the Beginning Balance followed by boxes to enter the Ending balance and Ending date. Just to the right of those boxes, it would be quite handy to have a dropdown to be able to chose a class (if classes are turned on) to assign for service fees and interest from the statement being reconciled.
1 vote -
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https://smbdaily.com1 vote -
Training materials for clients & colleagues
Hello, I am a Platinum Pro Advisor and I would like to use the presentation materials for Clients and Colleagues. I have downloaded the available materials and I have two questions/suggestions/requests: 1) Is there a set of materials that do not begin with a QBDT data import? and 2) Is there an updated set of materials with the new QBO layout? I'm having trouble finding resources that help my newly onboarded clients navigate through their system since mine looks different.
1 vote -
Support CSV Download wherever you have Excel. Please help me not lose years of my life. Please!
We export data all day long to bring into sheets etc.
Excel is a poor format as most SaaS products support CSV import/export.
I can't tell you HOW PAINFUL it is that this isn't possible. Hours, and days of my life have been spent as follows
1. Download File (Excel)
2. Open file in Excel
3. Delete headers
4. Save as CSV (various prompts)
5. Finally I have a CSV!Compare to Xero, Humanity, or 100's of other SaaS apps that you can import/export CSVs
1 vote -
Filter negative balances out of the collections report.
The collections report shows negative balances, which are not "collected". This is more of a bug fix than a feature request. Aging report is a better place for showing credits. A filter should be added.
1 vote -
Require your customer care employees to pass an aptitude test.
I just spent 45 minutes talking to Heather S on Case:570023663. She did not resolve my issue, and instructed me to unnecessarily call my bank for verification of a transaction. In total, I wasted over 1 hour with her. I called back and spoke to Paul on Case:570028555 regarding the same issue. He resolved my problem and gave me the answer I was looking for in 9 minutes.
2 votes -
1 vote
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For QBO on Web (NOT Mobile app): Increase Font Size in Purchase Order Emails
Can you please increase your default size on the system email template for Purchase Orders? Or even better, allow us to set our font options? The body of the email is a 9pt font size, and that is very small for email...2-3 pts smaller than the default in most email programs. We have PO instructions we are communicating to the vendors and want them to be able to read it easily.
Your system email template for Invoices is a much better font look and normal size.
Thank you.
1 vote -
Make all the font black. The grey is difficult for me to read.
The grey font is difficult to read. Make all font color black or offer an optional setting to choose this.
7 votes -
Tabbing through data entry
When entering information, especially vendor or customer names or accounts, the vendor, for example, will pop up, but you have to manually click on the name with the mouse to accept it. If I start typing "Home Depot", Home Depot pops up but if you tab to accept it (as you do in QBD), it clears it out and you have to manually type and click with the mouse on the vendor name. If it prefills at the beginning of typing, please make it so the pre-filled name remains there!
4 votes -
Representative Training
Support representatives truly need to be better trained. I have spent countless hours on the phone with support because they have no idea how to help me. I have had support staff tell me things that were absolutely wrong and gave me instructions that were completely misguided. This lack of knowledge causes a huge strain in my ability to perform my job duties; its hard to solve simple problems when the support staff meant to help you constantly gives you incorrect information. Also, the time it takes me to get a simple question answered is absurd. Yesterday i called in…
4 votes -
Quickbooks Online needs to support Quickbooks Self-Employed features.
Many self-employed users need the ability to separate personal transactions from business transactions like Quicken or Quickbooks Self-Employed can, but most also need standard Quickbooks Online features such as the ability to share access with their bookkeeper and accountant, and to print 1099s. Many also need features such as printing checks, and using class and/or location tracking. Why isn't there a Quickbooks version that supports all of these features? Why doesn't regular Quickbooks Online support separating business and personal transactions??? Currently, NONE of the Quickbooks versions meet all of my needs.
4 votes -
Offline Mode in the Mobile App
Allow us to create invoices and other transactions while offline, and as soon as we have internet access again automatically "send" the transactions to our account so they're available to view on any device
27 votes -
Ability to print reports in the mobile app
Be able to print reports like the P&L in the mobile app
26 votes -
Multi-currency in the Mobile App
It would be nice if the App could take other currencies but dollars like euros, rupees, when I travel
11 votes -
Toggle on/off sensitive information displayed on mobile
The mobile app allows the convenience of using QBO in public areas or in front of customers. However, the customer tab displays a header with "sales in last 90 days" and totals for open balances. I don't need this information at my fingertips, and I really don't need a customer or bypasser to see this information. I'd like to have the option of toggling this sort of information off, specifically in the Customers tab. This would allow me to not have to hide the screen from the eyes of others, and to complete tasks such as having a customer type…
6 votes -
Reconciliation in the Mobile App
You should be able to reconcile from the mobile app.
6 votes
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